Bring New Knowledge to Retirement Planning

The First Annual Virtual Pension Conference for CCPCs hosted by Knowledge Bureau and Integris and sponsored by Richardson Wealth took place on November 30 with rave reviews! Check out some of the golden nugget moments experienced by the event’s virtual attendees.  It might  just inspire you to learn more and share your knowledge with your clients by signing up for the Personal Pension Planning certificate course.

Shannon Pyper appreciated the importance of this insight from speakers Maureen Glenn and Ryan Knipfel:  “Changing the obligation for saving for retirement from the individual to the CCPC.” And felt inspired to “think about clients who own CCPCs... make this a topic of discussion during next review meeting.”

Elaine Layman said “Very, very complex topic. What I don't know is more worrisome than what I do know. . .so more courses are needed”

Miranda appreciated the “The usefulness of Personal Pensions Plans + insurance + investing in alternatives!”

Charles de Kovachich liked the “Information about small business from the CFIB plus an important refresher on strategies about the PPP . Excellent and intense!”

Knowledge Bureau would like to thank everyone who attended, along with our event partners:

Ready to Learn more about the Personal Pension Plan?

Why Take the Personal Pension Planning Course? In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a power tool to deal with wealth succession, business succession and tax optimization within a corporate environment.

Course Content:

Chapter 1 | Introduction to Pension Management
Chapter 2 | RRSP vs Pension Regulatory Environments
Chapter 3 | Disadvantages: RRSPs for Family Company
Chapter 4 | Navigating Tax on Passive Investments
Chapter 5 | Inter-generational Wealth
Chapter 6 | Combination Plan Solutions
Chapter 7 | Creditor and Bankruptcy Protection
Chapter 9 | Pension Fit with Competing Strategies
Chapter 10| Investment Management for Canadian Small Business
Chapter 11| Success with a Customized Pension Plan

Who is the Course For? This course will be of particular interest to industry participants seeking to provide tax and retirement strategies for business owners by utilizing Defined Benefit and Defined Contribution pension plans.

What Will You Learn? How to find significant tax deductions by upgrading clients from RRSPs to pension solutions How to use pension solutions within broader planning exercises such as sale of business or transition to the next generation. Constructing portfolios within the parameters allowable by the provisions set-forth in the Income Tax Act that can maximize the benefit of pensions.